Insights by Author: Jacob Sheffield, CPA, MST

Year-End Tax Planning for Businesses

October 29, 2020

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but…

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Tax Considerations for Today’s Mergers & Acquisitions

July 10, 2020

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of…

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The CARES Act: An Overview for Businesses

April 2, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March…

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IRS Released Guidance on Meal and Entertainment Expense Deductions

March 11, 2020

In recently-proposed regulations, the IRS states that, in general, taxpayers can deduct 50% of the ordinary food…

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IRS Issued Final Guidance on 199A Deduction for Pass-Through Entities

March 16, 2019

In a highly-anticipated release, the IRS provided a final set of guidelines for a complex area…

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Year-End Tax Update for Businesses

October 30, 2018

As we look at taxes through a new lens this year, the Tax Cuts and Jobs…

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How Tax Reform Affects Fringe Benefits

May 31, 2018

The Tax Cuts and Jobs Act (the Act) cut tax rates for both individuals and businesses,…

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Safe Harbor for R&D Costs on Audited Financial Statements

February 15, 2018

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers…

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Year-End Tax Planning for Businesses

October 23, 2017

With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities…

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Employer Absolved from Income Tax Liability After Granted IRS Records

September 12, 2017

In a unanimous ruling, the Tax Court has made it easier for employers to absolve income…

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Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With ...
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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax ...
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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 ...
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IRS Releases Final Regulations on RMDs and the 10-Year Rule

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
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California Suspends NOLs and Caps Credit Usage for Three Years

Executive Summary California makes several important tax changes as it looks to increase revenue. In late ...
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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the ...
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Key Tax Considerations for Real Estate Investors in 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously ...
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Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named ...
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Welcome to Tax Season 2024

As we turn the corner on another year, it's time to shift gears into Tax Season ...
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